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OAMZ.DE vs. EXV1.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OAMZ.DE vs. EXV1.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in IncomeShares Amazon (AMZN) Options ETP (OAMZ.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OAMZ.DE achieves a -5.56% return, which is significantly lower than EXV1.DE's 15.69% return.


OAMZ.DE

1D
0.00%
1M
-6.11%
YTD
-5.56%
6M
-4.94%
1Y
-2.15%
3Y*
5Y*
10Y*

EXV1.DE

1D
0.77%
1M
7.10%
YTD
15.69%
6M
16.75%
1Y
53.47%
3Y*
46.01%
5Y*
30.44%
10Y*
17.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OAMZ.DE vs. EXV1.DE - Yearly Performance Comparison


2026 (YTD)20252024
OAMZ.DE
IncomeShares Amazon (AMZN) Options ETP
-5.56%-6.86%2.38%
EXV1.DE
iShares STOXX Europe 600 Banks UCITS ETF (DE)
15.69%77.00%2.70%

Correlation

The correlation between OAMZ.DE and EXV1.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Nov 15, 2024

0.28

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Return for Risk

OAMZ.DE vs. EXV1.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OAMZ.DE
OAMZ.DE Risk / Return Rank: 99
Overall Rank
OAMZ.DE Sharpe Ratio Rank: 99
Sharpe Ratio Rank
OAMZ.DE Sortino Ratio Rank: 99
Sortino Ratio Rank
OAMZ.DE Omega Ratio Rank: 99
Omega Ratio Rank
OAMZ.DE Calmar Ratio Rank: 99
Calmar Ratio Rank
OAMZ.DE Martin Ratio Rank: 88
Martin Ratio Rank

EXV1.DE
EXV1.DE Risk / Return Rank: 7878
Overall Rank
EXV1.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
EXV1.DE Sortino Ratio Rank: 8383
Sortino Ratio Rank
EXV1.DE Omega Ratio Rank: 7878
Omega Ratio Rank
EXV1.DE Calmar Ratio Rank: 7575
Calmar Ratio Rank
EXV1.DE Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OAMZ.DE vs. EXV1.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IncomeShares Amazon (AMZN) Options ETP (OAMZ.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OAMZ.DEEXV1.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.47

Sortino ratioReturn per unit of downside risk

-3.05

Omega ratioGain probability vs. loss probability

1.03

1.40

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.07

3.32

-3.39

Martin ratioReturn relative to average drawdown

-0.13

11.40

-11.52

OAMZ.DE vs. EXV1.DE - Sharpe Ratio Comparison

The current OAMZ.DE Sharpe Ratio is -0.06, which is lower than the EXV1.DE Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of OAMZ.DE and EXV1.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

OAMZ.DE vs. EXV1.DE - Drawdown Comparison

The maximum OAMZ.DE drawdown since its inception was -32.66%, smaller than the maximum EXV1.DE drawdown of -81.39%. Use the drawdown chart below to compare losses from any high point for OAMZ.DE and EXV1.DE.


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Drawdown Indicators


OAMZ.DEEXV1.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.66%

-81.39%

+48.73%

Max Drawdown (1Y)

Largest decline over 1 year

-32.09%

-16.02%

-16.07%

Max Drawdown (3Y)

Largest decline over 3 years

-20.12%

Max Drawdown (5Y)

Largest decline over 5 years

-28.08%

Max Drawdown (10Y)

Largest decline over 10 years

-56.14%

Current Drawdown

Current decline from peak

-20.04%

-1.32%

-18.72%

Average Drawdown

Average peak-to-trough decline

-16.00%

-49.67%

+33.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.94%

4.68%

+12.26%

Volatility

OAMZ.DE vs. EXV1.DE - Volatility Comparison

IncomeShares Amazon (AMZN) Options ETP (OAMZ.DE) has a higher volatility of 9.22% compared to iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) at 6.30%. This indicates that OAMZ.DE's price experiences larger fluctuations and is considered to be riskier than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OAMZ.DEEXV1.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.22%

6.30%

+2.92%

Volatility (6M)

Calculated over the trailing 6-month period

24.04%

18.48%

+5.56%

Volatility (1Y)

Calculated over the trailing 1-year period

37.43%

22.10%

+15.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.94%

22.89%

+12.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.94%

24.41%

+10.53%

OAMZ.DE vs. EXV1.DE - Expense Ratio Comparison

OAMZ.DE has a 0.55% expense ratio, which is higher than EXV1.DE's 0.47% expense ratio.


Dividends

OAMZ.DE vs. EXV1.DE - Dividend Comparison

OAMZ.DE's dividend yield for the trailing twelve months is around 16.15%, more than EXV1.DE's 3.33% yield.


PositionTTM20252024202320222021202020192018201720162015
EXV1.DE
iShares STOXX Europe 600 Banks UCITS ETF (DE)
3.33%3.63%5.51%4.53%6.37%1.06%1.52%4.31%4.03%6.01%3.49%3.41%
OAMZ.DE
IncomeShares Amazon (AMZN) Options ETP
16.15%14.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


OAMZ.DE and EXV1.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EXV1.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EXV1.DE is cheaper with a 0.47% expense ratio, compared with 0.55% for OAMZ.DE.

OAMZ.DE is categorized as Derivative Income, while EXV1.DE is Financials Equities. They also come from different issuers: Leverage Shares and iShares. Their fees differ too: 0.55% for OAMZ.DE and 0.47% for EXV1.DE.

Portfolio Optimizer

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